TEAM MASTERMIND ACADEMY

Are you a Financial Advisor who has the desire to build your business so you can do the ONE THING you love to do…just see people?

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Hi, I’m Andrea Bullard. I help Financial Advisors and Reps earn more money and have more free time by doing the one thing they love to do…just see people!

I’m SO glad you made it here! If you’ve found your way to this page, I know you are searching for practical solutions to grow your income AND have more time and money to share with the people you love.

I’ve spent 20 years coaching business owners just like you to multiple six and seven-figure incomes. Here’s what I know… you have what it takes to join their ranks.

The financial industry’s highest earning, most successful players are not determined by skills, brains, physical ability, good looks, etc., etc. If you asked me what is the single most important skill set you need to rise to the top and stay there, I would tell you without a doubt, that learning how to identify, implement and integrate the right people and systems into your business is the deciding factor. Without that critical skill set, it’s all too easy to find yourself becoming a slave to your business: overwhelmed, burnt out and stressed, working all hours to keep the machine running and losing touch with the excitement and enthusiasm that made you want to go into business for yourself in the first place!

Does any of this sound familiar?

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“I feel overwhelmed, overworked and underpaid. I just want to see people!”

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Building a high-profit business does NOT have to be time-consuming, frustrating and hard… There IS a better way!

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A One-Year program of

  • Collaboration
  • Leadership Training
  • Coaching
  • cutting edge ideas
  • sharing of “best practices”

to help you AND your Team

build a “stress free”

profit driven wealth management practice.

For Financial Advisor/Reps AND their Team

Andrea Bullard has created the Team Mastermind Academy because she understands your pain, stress and overwhelm you are feel when you are trying to grow your client base while working on building your business.  

Your ability to “Live the Dream” depends upon your skill, knowledge and expertise in building a business. Many of you are trying to build through “trial and error” and you are feeling exhausted and frustrated.  Andrea is going to show you the proven path to building your business so you can do the one thing you love to do…just see people.  

She will coach, train and guide both you and your team.  All current training programs in the industry are focused on the Financial Advisor/Rep., not the Team Members.  If you are building a team centered business, then doesn’t it make sense to build the business WITH YOUR TEAM?  Why are you going to Training Seminars alone and then coming back to your office to teach and train your team?  Wouldn’t it make more sense to train and learn with your team?  

If you want your Team to “manage and run the practice” then you need to collaborate, educate and coordinate every aspect of the business together.  This program is designed to train you and your team TOGETHER!

Do you have any of these problems?

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How would it change your life to have an “A” Team that will do the following:

  • Prospect for New Clients
  • Create “Raving Fans” so Clients promote you
  • Take ownership of the Goals
  • Meet their own Centers of Influence
  • Drive female Prospects into the Business
  • And much, much more?

“I feel so overworked… HELP!!

  • I AM SWAMPED WITH RETURNING CLIENT’S E-MAILS AND PHONE CALLS EVERY DAY.

You return to your office at the end of a long day — and then have to return phone calls to clients and/or work on complicated plans because you are the ONLY person on your team who has the knowledge and skills.

  • I walk into my office on Monday with very few appointments and always feel stressed. I want to talk into my office with a full calendar.
  • WHEN I SEE 4-5 PEOPLE PER DAY I HAVE NO TIME TO SCHEDULE APPOINTMENTS.

You see 4-5 people per day but then have no time to
Phone/email/text in order to schedule appointments.

  • I want an “A” Team who can prospect and who takes “ownership” of the business but I cannot seem to find these individuals. HELP…where are they?

You have hired, fired and trained but do not seem to get that magical team that prospects, speaks with clients and allows you to just see people.

  • WHEN I TAKE ONE DAY OFF OR GO ON VACATION I COME BACK TO AN AVALANCE OF WORK.

Do you come back from vacation to a desk buried in piles of paper, thousands of e-mails in your inbox… and no appointments on the books!

  • IT WOULD BE MY DREAM TO HAVE MY TEAM GATHER PROSPECTS AND BRING NEW BUSINESS INTO THE PRACTICE.

You would love to have your team consistently bring prospects into your practice. But, you have NO IDEA on how to make this happen.

  • YOU ARE TIRED OF “PUSHING THE ROCK UPHILL ALONE.

You feel like you have no time and are constantly overwhelmed with work. You are sick and tired of feeling like you are the only person on the team who is “pushing the rock uphill.”

  • YOU HAVE TRIED TO HIRE STAFF TO PROSPECT AND TAKE OWNERSHIP, BUT THE RESULTS HAVE BEEN DISAPPOINTING.

You’ve tried hiring staff to get you OUT of this place… but the results have been disappointing (and sometimes even caused more problems than they solved!)

  • YOU WANT SYSTEMS IN YOUR BUSINESS BUT HAVE FAILED TO GET THEM IMPLEMENTED. THINGS JUST ALWAYS SEEM TO BE A MESS.

You want repeatable processes and systems but do not know where to start or what to do.

  • YOU KNOW YOU HAVE THE TALENT BUT CAN NEVER SEEM TO TAKE YOUR BUSINESS TO THE NEXT LEVEL.
  • YOU ARE WORKING LONGER AND HARDER EVERY YEAR. YOU ARE NOT HAVING ANY FUN.
  • You have a successful business and want to take it to the next level but you are stuck.

YOUR PAIN…LONG WORKING HOURS…FRUSTRATIONS

ARE OVER!

YOUR CAN STOP THE TRIAL AND ERROR OF 

BUILDING YOUR TEAM AND BUSINESS.

The Team Mastermind Academy is going to guide you AND your team on the path to success, time freedom, and more money.  You and your team will start working together to build your business.  

How will you feel when your team is prospecting every week for new leads? 

 How will you feel when your team is opening and closing business?  

How will you feel when your team is as motivated to hit the goals as you?  

How will your team feel when they have a bright future and the ability to make more money? 

How will you feel when your team implements Systems into every aspect of your business/

FINALLY…

You and Your Team will be coached together!!

“I believe technology will change the structure of financial teams. Current positions will disappear because technology will do the Underwriting, Money in Motion, and Financial Plans. This will replace many current team members who are completing “TASKS” in these areas.

The future team will be the Prospecting Concierge Team who are all licensed and have unique capabilities to drive prospects into the business and give a higher end service to the clients.”

Andrea Bullard

The Academy will help train your staff to become the 

new PROSPECTING CONCIERGE TEAM 

with every individual have a 

“Super Power.”

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This program is designed to help the staff create and grow their “Super Power.”

Each person will choose the area they wish to develop.  This will include the following:

  • Seminar Training: Andrea will work with those individuals who want to include seminars into their practice. She will teach them how to “Speak to Sell” so they are comfortable educating and then getting prospects to take action.
  • Center of Influence Training: Andrea will coach specific team members who wish to develop Centers of Influence. They will actually develop Centers and team members will track their progress and results on generating prospects.
  • Leadership Pilot Training: Individuals within the group will join a pilot leadership training program where Andrea will coach them on how to lead group initiatives. They will learn how to motivate their team while holding them accountable to the goals.
  • The Raving Fan Client Experience Program: Andrea will help your team create a NEW Client Experience that should create “raving fans.” After this program is successfully implemented you should have prospects CALLING YOU.
  • Referral Skill System Training: Andrea will help your team develop the Referral Skill System and training so that multiple team members can ask for Referrals and therefore, increase New Clients.
  • Client “Checklist” Financial Team Experience: The group will share “best practices” and ideas on how to create a new client experience that will help create raving fans while protecting the entire family.
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In this PROVEN success program, you will get the following:

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    Two 60-minute Live Academy Training Modules per Month followed by Q & A:

    • You and your team will be trained every month on a specific topic designed to help you develop a stress free, profitable firm. We will cover such topics as: Systems, Leadership, Team Building, Staff Compensation etc.
    • You and your team can ask any Questions that come up so that you don’t get stuck at any point of the program.
    • Every session will be recorded so you do not have to worry about missing any training.

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    Four Half-Day Virtual Training Labs for Staff

    • Referral Training Lab: Designed to help staff learn how to ask for and receive favorable introductions.
    • Center of Influence Lab: Design to help staff learn how to develop their own Centers of Influence to drive prospects into the business.
    • Financial Checklist Lab: Designed to help staff develop and/or enhance their proprietary 5 Diamond checklist to develop better relationships, meet the entire family and learn how to ask for and receive favorable introductions.
    • Raving Fans Training Lab: Designed to help staff and the Financial Advisor build and customer design a Raving Fans culture, systems and processes within every aspect of their business.

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    Two Virtual 2-Day Retreats…

    that are fun, educational, action driven and promote growth. A place where you can engage other teams and learn from the best. A dedicated time to get away, think and “work on” your business.

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    4 40-minute Private Coaching Calls…

    where you and your team member can receive personal coaching.

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    Guest Speakers…

    we know you love to learn from the “best” on the industry. So we will invite top producers and team members to our trainings and retreats where you will have an opportunity to ask them questions and learn from them.

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    Study Group exclusively for Team Members…

    Your Office Manager/Director of Operations/Partner will be able to speak with their peers to collaborate ideas, share feelings and discuss issues.

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    Password Protected Portal …

    where you and your team can access recorded trainings, interviews, handouts and documents.

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    Private Community Page…

    to share ideas, wins, questions and ideas.

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    Leadership Coaching…

    we know the formula for success is the correct Business Model for you, an “A Team,” Systems and Great Leadership. Therefore, we will coach both you and your team on how to lead, motivate, compensate and grow your team to “take ownership” of the business.

You AND your Team will learn the following:

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    Success Business Model:

    The Academy will help you build the “right business model” for you and your team. No longer will you stay in a business model that will keep you stuck and broke and overwhelmed.

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    Prospecting Concierge Team:

    Every team member will be coached and trained to develop their Super Power that will bring prospects into the business every month.

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    Build Your “A” Team:

    The Academy will help you and your team define your “A” Team. Then we will teach you who to hire, how to hire, and how to retain great “A” players.

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    Hit Production/Revenue Goals:

    The Academy will teach you and your team how to Play to Win. That means you will start hitting your goals. Your team will take leadership roles within the business and learn how their role and responsibilities impact monthly/quarterly/yearly goals. Everyone’s definition of success will be to hit the monthly/quarterly/yearly goals.

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    Your Written Systems Manual:

    Your team will implement, custom design and write systems for every aspect of your business so you can have “peace of mind.” The Bullard Turn-Key Systems have 28 systems for this industry.

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    Prospect Drip System:

    You will implement an automated system for prospects. No longer will you have pages of prospects to call every day or lost sales due to lack of continuous contact.

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    Team Leaders:

    Your Team will run, lead and manage your practice without you. The Academy will help both you and your team identify WHO should be leaders and train them on great leadership.

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    Bonus Plans and Compensation Structures for Team Members:

    The Academy will help you structure bonus plans and/or compensation plans that will both motivate and retain your “A” players.

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    The Referral System:

    You and your entire team will be focused on the systems that continuous generates Referrals and new leads every day.

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    Raving Fans Concierge Customer Service Programs:

    How to grow a “tribe” of clients who “sell you” and give you Referrals without you asking.

    • And much, much more…

What the Investment to get started?

If you truly want to take your business to the “next level” and live the dream then you must investment in yourself and your team. It’s like…betting on yourself.

Now I could truly charge $25,000 or $35,000 for this program because I am coaching both you and your team. But, I feel called to serve and support more people in the world and make a bigger difference. You can choose an easy one-time payment or a pay plan. Please note: this program is a tax deduction!

Here’s How to Get Started

Most Flexible

Start Today for Just

Best Value

One-Time Payment of

$500

Plus 12 easy payments of $1200

$11,997

A Highly Profitable, Stress-Free Business 

is Within Your Reach

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Stop trying to figure it out by yourself through trial and error. That is expensive, time consuming, and frustrating. It is far easier to learn from those top coaches and Financial Advisors who have great teams and systems. They will give you ideas, systems, items to avoid, and their journey to success.

Save yourself years of frustration and wasted time!

Some of these ideas could be worth millions of dollars to your business. Other ideas will save you years of frustration.

Here’s the good news…
The exhausting old way of doing business (where advisors and financial reps were expected do it all i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop ‘centers of influence’, go to networking meetings, direct staff on client appreciation events, hire staff, do all client review meetings, manage website/linkedIn/facebook, etc., etc., etc.) is DEAD.

And frankly, good riddance…

Andrea Bullard has been helping Advisors hire great people, get staff ‘buy in’, create efficient, repeatable business systems, and build some of the best teams in the industry for over 20 years. She and her team will be sharing their secrets with you and your team so you can do the same. In addition, you will learning and sharing best practices with other Financial Advisors/Reps and their teams  on how they are building  their businesses and what they are doing today. This will be a “Game-Changer” for your business.

Here are some BONUSES that come with the program:

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    Turn-Key Secret Book:

    How to build a multi-million dollar wealth management practice. By Andrea Bullard
    This book will give you the broad overview of how to build your practice. You will quickly understand why most of the current business models will keep you both stuck and/or broke; you will understand WHO and HOW to hire so you can have more time freedom; you will learn about the systems that you can implement so your business runs like a “well-oiled machine;” and, finally, you will understand the importance of your leadership.

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    All 28 Turn-Key Systems

    No more trying to figure it out! You and your team will be given 28 systems to implement and custom design for your business.

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    Referral Thinking Maps & Market Research Kits

    The Referral System will give you tools to help both you and your entire team obtain more and better referrals.

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    The Turn-Key Growth Plan

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    The Vision Book

The Future…The Prospecting Concierge Team The SUPER POWER TEAM

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This team will allow YOU, the Financial Advisor/Rep To “live the dream!”

It will also allow your Team to “live the dream” and have a bigger future.

Here’s what clients are saying about how Andrea has helped them grow their business:

Randolph Shingler

In one word, my experience with Andrea Bullard has been TRANSFORMATIVE. After 14 years of practicing as a sole advisor operation, I started working with Coach Bullard. After 1 year, my revenue has doubled and I am the owner of Green Arrow Financial, a premier financial planning boutique, with 3 Wealth Management Advisors on board. Andrea has not only helped me to be highly selective in how I grow my team, but she has helped me shape our team into “hybrid advisors” – with a playbook on how to lead my team into becoming highly productive, both defensively and offensively. Andrea’s systems work for ALL players on our team because, simply put, everyone wins with this model!

Randolph Shingler

CFP® Wealth Management Advisor Green Arrow Financial Washington, DC

Joey Davenport

“Andrea Bullard is one of the foremost experts in the financial services space on business development and practice management systems. While the complexity of building a financial planning practice continues to increase, her Turn-Key Office system is the solution to organization and increasing business efficiency.”

Joey Davenport

CLU, CLF, CLTC President The Hoopis Performance Network, Chicago, IL

Kurt Rupprecht

“We have been working with Andrea for years and we’ve built our practice using many of the principles and pillars discussed in this book. She’s helped take us from a small team of 2 to a growing organization of 7 while building proper business systems and infrastructure, delivering concierge client service and rapidly growing practice revenue. Working with Andrea has changed not only our business operations, but our professional lives and financial trajectory, and we’d highly endorse following her pillars to finding professional success in this career. If you’re looking to build a business that is sustainable and generational, and isn’t centered on any one individual, following Andrea’s Turn-Key pillars is the way to do it.

Kurt Rupprecht

Jason Colenda

“We have been working with Andrea for years and we’ve built our practice using many of the principles and pillars discussed in this book. She’s helped take us from a small team of 2 to a growing organization of 7 while building proper business systems and infrastructure, delivering concierge client service and rapidly growing practice revenue. Working with Andrea has changed not only our business operations, but our professional lives and financial trajectory, and we’d highly endorse following her pillars to finding professional success in this career. If you’re looking to build a business that is sustainable and generational, and isn’t centered on any one individual, following Andrea’s Turn-Key pillars is the way to do it.

Jason Colenda K

Street Financial Group” Washington, DC

Are you ready to stop trying to figure it out by yourself?

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Is it time to get the support and advice you need to finally get off the treadmill … and achieve the business and life you REALLY want?

You’re in the right place if you’ve had ENOUGH of relentless busywork and endless to-do lists that are ruling your life … and you’re ready to go on the road to success!

Say goodbye to the daily grind that keeps financial reps and advisors struggling and frustrated, feeling like they have to ‘Do It All’… i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop Centers of Influence, go to networking meetings, direct staff on Client Appreciation events, hire staff, do all client review meetings, manage website/LinkedIn/Facebook, etc., etc., etc.

That old, broken model of doing business is OVER.

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At last! You can get the same high-level support and coaching that the top earners have used to build multiple 6 and 7-figure businesses. And what’s more, you’ll learn that they’ve achieved it NOT by working harder, but simply by knowing which systems and strategies to put in place to do the heavy lifting FOR them and understanding where to FOCUS their efforts.

Yes, you CAN catapult to the next level of income and success … while enjoying more time and money freedom than ever before!

Join the Academy TODAY

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I have been coaching top Financial Advisors for over 20 years, helping them to create millions of dollars of extra revenue while reducing stress, burnout and busy-work. I’ve helped to transform struggling businesses into thriving businesses, and successful businesses into industry leaders. Now it’s YOUR turn to get the game-changing strategies and systems you need to catapult to the Next Level of Success.

Let my team and I help you live your DREAM LIFE!  I invite you to join us today.

Stop Struggling and Trying to “Figure it out on your own!”

Join the Academy TODAY

andrea

Join me and learn how to PLAY TO WIN.

Let me help you live your DREAM LIFE!